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First Tr Exchange Traded Fd fst low mtg etf shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in First Tr Exchange Traded Fd fst low mtg etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd fst low mtg etf held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd fst low mtg etf by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 43k 49.41
2024-06-30 $2.5M 51k 48.05
2024-03-31 $2.8M 59k 48.25
2023-12-31 $4.8M 100k 48.32
2023-09-30 $13M 284k 47.24
2023-06-30 $17M 349k 47.67
2023-03-31 $29M 598k 47.87
2022-12-31 $41M 859k 47.41
2022-09-30 $54M 1.1M 47.35
2022-06-30 $71M 1.5M 48.30
2022-03-31 $79M 1.6M 48.95
2021-12-31 $84M 1.7M 49.99
2021-09-30 $84M 1.7M 50.58
2021-06-30 $80M 1.6M 50.90
2021-03-31 $78M 1.5M 51.06
2020-12-31 $75M 1.5M 51.47
2020-09-30 $72M 1.4M 51.68
2020-06-30 $70M 1.4M 51.68
2020-03-31 $65M 1.3M 51.00
2019-12-31 $63M 1.2M 51.80
2019-09-30 $60M 1.2M 51.99
2019-06-30 $56M 1.1M 51.68
2019-03-31 $52M 1.0M 51.28
2018-12-31 $46M 904k 51.05
2018-09-30 $37M 731k 50.97
2018-06-30 $32M 630k 51.17
2018-03-31 $26M 511k 51.37
2017-12-31 $17M 325k 51.64
2017-09-30 $15M 292k 51.99

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding First Tr Exchange Traded Fd fst low mtg etf

Morgan Stanley
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
Bank of America Corporation
First Trust Advisors
Envestnet Asset Management
Cetera Investment Advisers
Stifel Financial
Berger Financial Group
Raymond James & Associates
Concurrent Investment Advisors
Gradient Investments
Csenge Advisory Group

View all funds holding First Tr Exchange Traded Fd fst low mtg etf